Make Your Own Zap with Triggers + Actions

1. Select a Trigger

New BookingInstant

New Booking CanceledInstant

New Third ReminderInstant

Triggers when the third and final reminder is being sent to a client. Use this to send your own custom reminders via email, SMS, etc.

False

New Second ReminderInstant

Triggers when the second reminder is being sent to a client. Use this to send your own custom reminders via email, SMS, etc.

False

New First ReminderInstant

Triggers when the first reminder is being sent to a client. Use this to send your own custom reminders via email, SMS, etc.

False

New Booking RescheduledInstant

Triggered when one of your bookings is rescheduled.

False

New Booking DeclinedInstant

Triggered when you decline a booking.

False

New Booking ConfirmedInstant

Triggered when an booking is confirmed. If the service booked is marked as auto-confirm (the default), this will be sent immediately after the "New Booking" trigger, otherwise it will be sent when the booking is confirmed by you.

New Case

Triggers when a new case is created.

New Account

Triggers when a new account is created.

New Task

Triggers when a new task is created.

New Lead

Triggers when a new lead is created.

New Custom Object Type

Triggers when you add a new type of custom object to Salesforce. Typically you want to use the "New Custom Object" trigger, not this.

New Custom Object

Triggers when a new custom object (of the type you choose) is created.

New Note

Triggers when a new note is created.

New Contact

Triggers when a new contact is created.

New Outbound MessageInstant

Triggered when a new Outbound Message is received.

New Folder

Triggers when a new folder is created.

New Opportunity

Triggers when a new opportunity is created.

New Event

Triggers when a new event is created.

2. Select an Action

Create Case

Create a new case.

Create Account

Create a new account.

Create Task

Create a new task.

Create Case Comment

Create a new comment on a case.

Create Lead

Create a new lead.

Create Note

Create a new note.

Create Custom Object

Create a new custom object (of the type you choose).

Create Contact

Create a new contact.

Update Opportunity

Update an existing opportunity.

Create Attachment

Create a new attachment (max 25MB).

Update Contact

Update an existing contact.

Update Custom Object

Update an existing custom object (of the type you choose).

Create Document

Create a new document.

Create Opportunity

Create a new opportunity.

Create Event

Create a new event.

Update Lead

Update an existing lead.

3. Create this Zap!

Zapier combines Triggers (like "New Email") and Actions (like "Create Contact") to complete an action in one app when a trigger occurs in another app. Select a Trigger and Action from the lists to start creating a Zap!

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